Featured Engagements
Featured current engagements with clients that offer opportunities for exceptional strategic or financial buyers and some of our recent transactions.
Advisory / M&A / Consultancy
EST. 2019 / Newport Beach, CA
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Current Engagements
GoodHealth
GoodHealth is a unique 'digital first" healthcare, med-tech recruiting firm with over 40% EBITDA margins.
Crossland
Crossland is a professional sales outsourcing company which designs, builds, and manages dedicated sales teams for clients through a managed service sales solution.
Hopper
Provider of technology testing services that generates fact-based ‘proof points’ that strengthen marketing campaigns, influence technology purchasing, and drive client share for its clients.
Otto
A differentiated innovator in revenue optimization for mobile app developers seeking to capitalize on fast growing interest in the segment as well as expand into adjacent markets.
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Recent Engagements
OnePeak Medical
Exclusive Advisor to OnePeak Medical in Securing Growth Capital from NB Group.
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Valley Oaks Medical
Exclusive Advisor to Valley Oaks Medical in Sale Transaction to ApolloMed.
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BlueViolet
Exclusive Advisor to BlueViolet Networks in Sale Transaction to Cook and Boardman.
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Newborn Advantage Surrogacy
Exclusive Advisor to Newborn Advantage in a Sale Transaction with Santa Monica Fertility
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